Things are looking up in the world's back office. Accenture, the IT and consultancy firm, lifted operating profit by 10 per cent year-on-year in the first quarter; bookings from financial services clients are at record levels. In India, Infosys, the biggest outsourcer by market capitalisation, is giving guidance for top-line growth of about 20 per cent in the year to March. Analysts, undeterred by the outsourcing of their own jobs, are fans: Accenture, Infosys and Tata Consultancy Services, India's industry leader on revenues, each carries a single sell recommendation to 20-40 buys.
世界“后臺(tái)部門”的形勢(shì)正在好轉(zhuǎn)。IT與咨詢公司埃森哲(Accenture)一季度營(yíng)運(yùn)利潤(rùn)同比增長(zhǎng)10%；來(lái)自金融服務(wù)業(yè)客戶的訂單達(dá)到創(chuàng)紀(jì)錄水平。在印度，市值最大的外包公司印孚瑟斯(Infosys)預(yù)測(cè)，在截至3月份的財(cái)年中，營(yíng)運(yùn)收入將增長(zhǎng)約20%。盡管自己的工作崗位也可能被外包出去，但分析師們并未放棄對(duì)外包公司的熱捧：對(duì)于埃森哲、印孚瑟斯和印度外包業(yè)營(yíng)收老大塔塔咨詢服務(wù)(Tata Consultancy Services)這三家公司而言，每家公司的賣出和買入評(píng)級(jí)之比均為1：20-40。